Investment advisors' business growth in the U.S. 2013-2014, by type

By what percentage has your client, asset and revenue base grown?

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Source

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Release date

January 2014

Region

United States

Survey time period

2013 and 2014

Number of respondents

302 RIA*

Method of interview

Telephone interview

Supplementary notes

* Registered investment advisors (RIA) are companies managing assets of high net worth individuals.
Survey information: 71 percent of the surveyed RIAs were owners/CEOs of the company. Average assets under management were 232 million U.S. dollars. Surveys were carried in January.
This question was phrased by the source as follows: "By what percentage has your client base grown, asset base grown, revenue base grown?"

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